Employee Benefits Account Manager

Acrisure•San Diego, CA

13d•$70,000 - $95,000•Onsite

About The Position

Acrisure’s Account Managers perform routine account responsibilities and serve as primary points of contact for the clients they oversee. They are individual contributors who develop coverage strategies and plans with occasional guidance or direct supervision. The role involves servicing employee benefits accounts, responding to client and company requests, supporting renewals and claims, maintaining accurate account records, and coordinating with producers and other departments. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Active Health & Life License required.
Strong organizational skills, including the ability to discern priorities and take initiative.
Computer skills, specifically Microsoft Word, Outlook, and Excel.
Excellent verbal and written communication skills and strong interpersonal skills.
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Ability to solve practical problems, interpret varied instructions, and deal with variables furnished in written, oral, diagram, or schedule form.
Knowledge and application of insurance principles in everyday situations.
High school diploma required.
Minimum of 2 years of experience in employee benefits.

Nice To Haves

Applied Systems / EPIC experience.
Employee Navigator experience.
CPCU or completion of a special training course.

Responsibilities

Service accounts, including quoting and issuing policies, handling ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond promptly to client inquiries, incoming mail, and company requests.
Develop coverage strategies and plans as necessary.
Support insurance marketing and sales.
Collect renewal data for assigned accounts.
Provide claims support.
Review new and renewal policies and endorsements to ensure items were received as ordered.
Maintain accurate client data in the agency management system (Applied Systems / EPIC).
Document all activities in the agency management system (Applied Systems / EPIC).
Understand and use upload, download, and interface technology.
Assist other departments in securing or providing information needed to issue appropriate policies for mutual clients.
Keep Producers informed about important account activities, identify potential problems, and inform management.
Keep current with industry trends, including participating in educational seminars and classes to improve insurance and sales skills and maintain license compliance.
Maintain knowledge of contracted insurance carriers’ current underwriting requirements.
Maintain knowledge of policy provisions and changes to those provisions.
Complete other assigned functions and duties, including backup duties.